We are looking forward to working with you and your investors and appreciate your interest in our Mutiny Funds offerings:
We understand any new onboarding process can be extensive and overwhelming. We take great pride in making the onboarding process as seamless as possible for both RIA and investor. Having worked with other RIAs in the past, we have created this page detailing the various steps to our processes which we believe offers the smoothest experience to your investors and team.
Information regarding our offerings can be found on our OFFERINGS PAGE (password = mutiny)
how to contact us
For onboarding related questions, please reach out to Director of Client Relations, Lauren Berliner.
📞 Contact via telephone at +1 (312) 870-1528 or via email at lberliner@rcmam.com
For portfolio related questions, please reach out to Jason Buck (CIO) or Taylor Pearson (CEO).
✉️ Contact Jason via email at jason@mutinyfund.com
📞 Contact Taylor via telephone at +1 (512) 200-4277 or via email at taylor@mutinyfund.com
Deadlines
For RIAs using a 3rd party custodian like Schwab or Fidelity, our experience is that the initial subscription process can be delayed quite a bit (sometimes multiple weeks) depending on how responsive the custodian's team is and wait times. Unfortunately, Mutiny has no control over this so we recommend submitting everything as soon as possible so as to not unnecessarily delay the subscription process.
If the RIA is working through a custodian (Schwab, TD Ameritrade or Fidelity), please make sure to notify us via email at invest@mutinyfund.com. Specific instructions for each custodian are below.
subscription process overview
After the subscription is completed, the investor will receive a statement each month from the fund administrator detailing fund performance. Statements are typically sent the 20th-30th of the month beginning the month after the investment is active (E.g. An investor completing the subscription process in January for a February 1st active date will receive their first statement around March 25th).
Document library
For your convenience, links to all required documents are below.
General Required for all Funds
Document
Action Required
The Cockroach Fund, LLC
For investments in the Cockroach Total Portfolio Strategy and Trend Strategy.
Document
Action Required
The Long Volatility Fund, LLC
For investments in the Long Volatility Strategy and Long Volatility+Stocks Strategy.
Document
Action Required
How to add or redeem funds
You can complete our change form at any time to add, redeem or transfer your investment.
The email entered into the form will automatically receive an email to e-sign, then we will countersign and send to the admin to process the change you'd like to make.
If you would like to add funds, please note that any subscriptions (checks or wires) must be received 5 business days prior to the end of the month by 4:30pm ET/1:30pm PT in order to be active at the start of the following month.